Add Clio to Your Product
Give your customers access to Clio from within your product & agents. Use viaSocket to manage authentication, execute actions, and receive events from connected accounts.
Everything You Need to Manage Clio Integrations
Add Clio to your product & agents today. viaSocket runs the infrastructure; your AI coding assistant does the setup.
Managed Authentication
Let your customers connect their Clio accounts without building and maintaining OAuth flows yourself.
Customer-Specific Connections
Manage separate Clio connections for each customer in your product & agents.
Actions, Triggers and Webhooks
Execute supported Clio actions and receive events through a consistent integration interface.
Managed Data Mapping
Map data between your product & agents and the formats expected by Clio.
Monitoring and Debugging
Track executions, inspect errors, and troubleshoot integration issues.
Your Product & Agents, Your Experience
Offer Clio integrations under your own branding and within your existing product & agents.
Available Actions and Triggers for Clio
What You Can Do with Clio
Explore available actions to let your product & agents interact with Clio.
- Create or Update TaskCreates a new task or updates an existing task.
- Update Person ContactUpdate an existing person contact
- Create Matter NoteCreates a new matter note.
- Create Company ContactCreates a company contact.
- Create Calendar EntryCreate a calendar entry in Clio.
- Create New FolderCreate a new folder
- Find Or Create MatterFinds a matter by number, display number, description, or client name and creates a new matter if none are found.
- Create ContactCreates a person contact.
- Create MatterCreates a new matter.
Respond to Events in Clio
Use triggers to let your product & agents respond to events from connected Clio accounts.
- New Matter CreatedRuns when a new matter is created in Clio.
- New ActivityRuns when new activity is created
- New Bill CreatedRuns when new bill is created
- New Calendar EntryRuns when new calendar entry is created
- New Communication Is CreatedRuns when new communication is created
- New ContactTriggers when a new contact is created
- New DocumentTriggers when a new document is created
- Matter Status UpdatedTriggers when a new matter status is updated
- New Task CreatedRuns when a new task is created in Clio.
About Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn more
About viaSocket
Connect 2,300+ apps to your product & agents with one prompt. Auth, events and actions handled. Free to start.
Learn moreFAQs about adding Clio to your product & agents
Find answers to common questions about integrating Clio into your product & agents, including authentication, supported actions, triggers, and implementation.
How can I integrate Clio into my product & agents?
You can use viaSocket to add Clio integration to your product & agents. viaSocket provides APIs, managed authentication, actions, and triggers to help you build integration features for your customers.
Do I need to build and maintain the integration infrastructure myself?
No. viaSocket manages the integration infrastructure, including authentication, customer connections, and supported actions and triggers.
Can my customers connect their own Clio accounts?
Yes. viaSocket supports customer-specific connections, allowing each customer to authorize their own Clio account.
Can I offer Clio integration under my own branding?
Yes. You can provide the integration experience under your own branding and within the existing interface of your product & agents.
Can I connect Clio with other apps?
Yes. viaSocket supports integrations with 2,300+ apps, allowing your product & agents to work with Clio and other supported services.
How do I execute actions in Clio?
Use viaSocket's supported actions and APIs to perform operations in connected Clio accounts. Available operations depend on the integration's supported capabilities and the permissions granted.
Can my product & agents respond to events from Clio?
Yes. You can use supported triggers and webhooks to receive events from Clio and respond within your product & agents.
Bring Clio Into Your Product & Agents
- Managed auth
- Per-customer connections
- Actions & triggers
- Data mapping
- Monitoring & logs
- Your branding